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SVS Brown Shipley Balanced Class I - Income (GBP)

Sell:138.89p Buy:138.89p Change: 0.41p (0.30%)
Prices as at 24 December 2024
Sell:138.89p
Buy:138.89p
Change: 0.41p (0.30%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 24 December 2024
Sell:138.89p
Buy:138.89p
Change: 0.41p (0.30%)
Prices as at 24 December 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Breakdown by market capitalisation (%)

Market cap bar chart
<£50M 0.00%
>£50M and <£250M 0.00%
>£250M and <£1BN 0.00%
>£1BN and <£3BN 0.01%
>£3BN and <£5BN 0.29%
>£5BN and <£10BN 1.01%
>£10BN and <£20BN 1.49%
>£20BN and <£50BN 6.30%
>£50BN 14.49%
Unknown 62.84%
Debt 13.51%
Cash and Equiv. 0.05%

Equity sectors (Industry Classification Benchmark)


Non-Classified
42.90%
Managed Funds
15.74%
Bonds
13.51%
Technology
6.72%
Health Care
3.55%
Consumer Discretionary
3.53%
Financials
3.45%
Industrials
3.02%
Consumer Staples
2.25%
Alternative Trading Strategies
1.73%
Energy
1.55%
Utilities
0.90%
Basic Materials
0.63%
Real Estate
0.39%
Other
0.47%
Non-Classified
42.90%
Managed Funds
15.74%
Bonds
13.51%
Technology
6.72%
Health Care
3.55%
Industrial Goods & Services
2.83%
Banks
1.87%
Personal Care, Drug & Grocery Stores
1.83%
Alternative Trading Strategies
1.73%
Energy
1.55%
Financial Services
1.38%
Consumer Products & Services
1.12%
Retail
1.09%
Media
0.99%
Other
4.14%
Non-Classified
42.90%
Managed Funds
15.74%
Bonds
13.51%
Software & Computer Services
3.48%
Technology Hardware & Equipment
3.24%
Pharmaceuticals & Biotechnology
2.07%
Banks
1.87%
Personal Care, Drug & Grocery Stores
1.83%
Alternative Trading Strategies
1.73%
Non-Renewable Energy
1.53%
Retailers
1.09%
Media
0.99%
Personal Goods
0.92%
Medical Equipment & Services
0.92%
Other
9.04%
Non-Classified
42.90%
Managed Funds
15.74%
Bonds
13.51%
Software
2.16%
Pharmaceuticals
2.07%
Banks
1.87%
Alternative Trading Strategies
1.73%
Personal Products
1.62%
Integrated Oil & Gas
1.50%
Semiconductors
1.47%
Consumer Digital Services
1.32%
Computer Hardware
1.27%
Diversified Retailers
1.04%
Medical Equipment
0.76%
Other
11.84%

Detailed sector breakdown

Drill down through sectors by clicking on the plus icons.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Data accurate as at 31 August 2024

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You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now